Schedule a clearly specified gift
For a gift you have already decided to make, use a scheduled instruction with the details clearly stated.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Balance
Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.
Why this helps
A planned one-time gift can slip when there is no convenient moment to enter it.
- Carries out a gift instruction at a chosen time
- Requires a known recipient and amount
- Reports the run so the outcome is visible
Setup
Build it in a few focused steps.
- 1Connect Daffy to Notis once in the portal.
- 2Create an automation in Automations -> New Automation, or ask Notis conversationally.
- 3Write one instruction for a specific gift with a fixed recipient and amount; use the schedule only if you intend each run to create that gift.
- 4Select a recurring schedule and choose a channel for run reports.
- 5Test carefully with a schedule and gift details you intend to use.
Questions about this workflow
Will this safely handle an unspecified recurring pledge?
No. The prompt must state the intended recipient, amount, and run frequency, and each scheduled run creates a gift.
Can I use this for a one-time gift?
A recurring trigger repeats. Use an appropriate one-time trigger if the available automation setup supports it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Slack to Daffy. A trigger fires from one place; an action lands in another.
Slack triggers
Daffy actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Gift
Tool to create a new charitable gift. use when you have recipient details and amount ready.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Balance
Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.
New Channel Created Trigger
Triggered when a new channel is created in Slack.
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
Channel Message Received
Triggered when a message is posted in a Slack channel (public, private, or multi-party IM). Does NOT match direct messages.
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
Direct Message Received
Triggered when a new direct message (DM) is sent to a user in Slack. Catches all DMs across all DM channels.
Get Gift by Code
Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.
Message Reaction Added
Triggered when a reaction is added to a message in Slack. Supports optional filtering by channel and emoji name.
Get Gifts
Tool to retrieve a list of gifts. use when you need to page or filter gifts.
Message Reaction Removed
Triggered when a reaction is removed from a message in Slack. Supports optional filtering by channel and emoji name.
Get Non-Profit by EIN
Tool to retrieve information about a non-profit organization by ein. use after confirming the correct nine-digit ein.
Reaction Added Trigger
DEPRECATED: use `SLACK_MESSAGE_REACTION_ADDED` instead. Triggered when a reaction is added to a message in Slack.
Get User Causes
Tool to retrieve a list of causes for a specified user. use after confirming the user id is valid.
Connect any two apps with Notis in the middle.
Slack and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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